Shirley Horner signed Upstack, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upstack, Inc.'s EIN is 81-3151125.
Download the official 2024 Form 5500 (PDF) for Upstack, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upstack, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| IShares Russell 1000 Large-Cap K Mutual Funds | Common Collective Trusts | — | — | $695K | 10.6% | |
| Nuveen LC Index 2040 R6 Mutual Funds | Mutual Funds | — | — | $597K | 9.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $561K | 8.6% | |
| Nuveen LC Index 2055 R6 Mutual Funds | Mutual Funds | — | — | $557K | 8.5% | |
| Nuveen LC Index 2045 R6 Mutual Funds | Mutual Funds | — | — | $520K | 7.9% | |
| Nuveen LC Index 2050 R6 Mutual Funds | Mutual Funds | — | — | $417K | 6.4% | |
| Nuveen Int EQ Index R6 Mutual Funds | Mutual Funds | — | — | $411K | 6.3% | |
| Nuveen LC Index 2030 R6 Mutual Funds | Mutual Funds | — | — | $314K | 4.8% | |
| Nuveen LC Index 2035 R6 Mutual Funds | Mutual Funds | — | — | $275K | 4.2% | |
| Nuveen LC Index 2060 R6 Mutual Funds | Mutual Funds | — | — | $242K | 3.7% | |
| John Hancock Bond Fund R6 Mutual Funds * 733 JP Morgan Large-Cap Value R6 Mutual Funds | Other securities | — | — | $223K | 3.4% | |
| Vanguard Intermediate Term Bon Mutual Funds | Mutual Funds | — | — | $190K | 2.9% | |
| Vanguard Real Estate Index Adm Mutual Funds | Mutual Funds | — | — | $140K | 2.1% | |
| AB Large-Cap Growth Fund Z Mutual Funds | Other securities | — | — | $111K | 1.7% | |
| Vanguard Intl Grwth Adm Mutual Funds | Mutual Funds | — | — | $102K | 1.6% | |
| Vanguard Growth Index Fund Adm Mutual Funds | Common Collective Trusts | — | — | $93K | 1.4% | |
| Invesco Stable Asset Common Collective Funds * 709 ** Participant Loans Interest Rates at 4.25 - 10.50% - | Common Collective Trusts | — | — | $92K | 1.4% | |
| Nuveen Lifecycle Idx Ret Inc R6 Mutual Funds * 776 Nuveen LC Index 2025 R6 Mutual Funds | Common Collective Trusts | — | — | $88K | 1.3% | |
| Vanguard Bal Idx Adm Mutual Funds | Common Collective Trusts | — | — | $82K | 1.2% | |
| Blackrock Mid-Cap Value K Mutual Funds | Other securities | — | — | $77K | 1.2% | |
| Vanguard Value Index Fund Adm Mutual Funds | Common Collective Trusts | — | — | $72K | 1.1% | |
| Vanguard Total Intl BD Idx Adm Mutual Funds | Common Collective Trusts | — | — | $68K | 1.0% | |
| JP Morgan US Small Company R6 Mutual Funds | Common Stocks | — | — | $68K | 1.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $58K | 0.9% | |
| Vanguard Mid-Cap Growth Idx Adm Mutual Funds | Common Collective Trusts | — | — | $54K | 0.8% | |
| American Funds New Persp R6 Mutual Funds | Mutual Funds | — | — | $53K | 0.8% | |
| Vanguard Mid-Cap Value Ind Adm Mutual Funds | Mutual Funds | — | — | $47K | 0.7% | |
| Pimco Diversified Inc – Inst Mutual Funds | Mutual Funds | — | — | $43K | 0.7% | |
| Vanguard Mid-Cap Index Adm Mutual Funds | Mutual Funds | — | — | $41K | 0.6% | |
| BLK Commodity Strat K Mutual Funds | Other securities | — | — | $36K | 0.6% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $36K | 0.5% | |
| VAN INT TRM TREAS IDX ADM 771 REGISTERED INVESTMENT COMPANY VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $31K | 0.5% | |
| Vanguard Small-Cap Index Adm Mutual Funds | Mutual Funds | — | — | $24K | 0.4% | |
| Nuveen LC Index 2065 R6 Mutual Funds | Mutual Funds | — | — | $22K | 0.3% | |
| Vanguard Emg Mkts Stk Idx Adm Mutual Funds | Common Collective Trusts | — | — | $20K | 0.3% | |
| Vanguard Dev Mkt Index Adm Mutual Funds | Mutual Funds | — | — | $19K | 0.3% | |
| Clearbridge Mid-Cap IS Mutual Funds | Other securities | — | — | $15K | 0.2% | |
| PRI Real Estate Securities R6 Mutual Funds * 622 Undisc Mgrs Behavioral Vale R6 Mutual Funds | Other securities | — | — | $11K | 0.2% | |
| PRI Glbl Real Estate Sec R6 Mutual Funds | Other securities | — | — | $7K | 0.1% | |
| Vanguard Util Idx Adm Mutual Funds | Common Collective Trusts | — | — | $6K | <0.1% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| AB Discovery Value Z Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| Invesco Gold & Spec MinR6 Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $3K | <0.1% | |
| Vanguard Int Trm Treas Idx Adm Mutual Funds * 771 Vanguard International Value – Inv Mutual Funds | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity ADV Intl Small-Cap Fund Z Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Pimco Inv Gr Cred Bd I Mutual Funds | Mutual Funds | — | — | $2K | <0.1% |
